Member Info for TrekMadone

Pretty obvious really. This update so soon after the last has caught lots of folk out! Many top sliced in 12’s and been winging it for a lower buy. They have just lost a load of shares.

This is a buy and do nothing investment. Even I can manage that! Simples.

Trek

Hi,

It’s a declaration box of financial instruments used above threshold. So any hedging of declared position.

Trek

Just some no news good news. Box B2 is empty!

I did in the back of my mind think they could have leveraged these....

“B 2: Financial Instruments with similar economic effect according to Art. 13(1)(b) of Directive 2004/109/EC (DTR5.3.1.1 (b))”

Not saying they won’t so watch the short trackers but if that was their intention they’d have opened a position before the big falls and ahead of the impending read outs and dosing RNS. imo its too risky now.

Trek

Well well, what a decent few days trading, not that I am a trader, more of a pf stock flipper survivor!

I had to sell elsewhere to grab this opportunity to add here but I will take profit out and buy them back later.

It’s not often one gets a chance to get in below a big placing share price ahead of such amazing Newsflow. All only made possible by the seller, blue at last but nowhere near kiwi’s holding! Wow! some conviction there! Atb.

Trek

Hi Dave,
By all means sell but the alternative is that we know from the press Acacia have picked up these assets from link as part of a deal viewed to be ‘on the cheap’.

From the TR1, They, Link or both sold some during the transfer. I can’t be arsed to check as all that really matters is Acacia have come out the other side holding SNG shares, and 4D amongst others.

So as part of your selling decision tree. Why did Acacia take on the assets. Why did they sell all/some of some companies but keep a decent holding in SNG/4D.

Note both SNG and 4D have been through some funding recently so there is other support.

Now for balance they may have wanted out 100% but could not find buyers so stuck with stock but then wouldn’t you check the market before you bought. They may have crystallised elsewhere as it was ‘baggage’ but I think they see value here and want a piece of SNG.

Perhaps we may coincidentally get some ops newsflow now. Atb whatever you decide and just imo.

Trek

We may of course get another TR1 for acacia holdings.

Trek

Well that was good timing. I offloaded some elsewhere that I said I would never sell! To have a top up here. Got in just before the auction.

Trek

I wonder if we just get a LFD submitted for FDA EUA RNS. Nothing in between for LFD.

Mmmm...

Now that would pss on the traders chips!

Trek

Hi xyz,

I just noticed that from TPI and compared to RNS. Poor use of words in their part and unnecessarily misleading....

TPI

“ It is intended that this will be done imminently before moving to manufacturing, having already completed clinical validation to quantify the sensitivity/specificity and gained CE/FDA approval for professional use this summer.”

RNS

“..... BAMS assay using patient samples at laboratory sites in the UK and US which will be done imminently before moving to manufacturing, clinical validation to quantify the sensitivity and specificity and CE/FDA approval for professional use in the summer.”

Tsk! Tsk!

Undermines TPI who are AVCT stock holders! Dyor!

Trek

Hi John,

“ The presentation on Thursday will likely update us on the POC test - and it could be very good news. ”

Sorry to disappoint but there will be no other news than was in the RNS today. I also expect the investor presentation will be a run through of the placing presentation that was posted yesterday.

They can’t reveal anything else. Tbh I thought the presentation yesterday was pretty self explanatory but what I suspect you will enjoy is AS putting some meat on it, explaining the science and qualifying the addressable market quotes.

If however, we get another RNS tomorrow then i’ll dial in but I will probably just do the replay.

It looks like we are gonna have to wait another week at least for news on POC.

Why?

Well we know there is a Whatman membrane for every option but I’m just wondering if they are working on the protein binding in pairs to really nail this and basically close the market out in one hit! Zero false negatives!

Just to remind some a week is 7 days not 7 minutes!

Trek

Not just sales...

# don’t underestimate a “point-of care version of the SARS-CoV-2 test for use with its Genedrive® platform, which will enable decentralised testing” being announced. That will be a game changer for clinical settings to football training sessions!

# also CE supports “Emergency Use Authorisation with the USA FDA and Emergency Use Assessment and Listing with the WHO” . That will open marketing opportunities. News soon.

# institutions reaching a holding level that they are comfortable with.

# and of course commercial sales update in EU and UK.

There aren’t many shares here in issue so the SP spike disproportionately down and up as those institutions find a level. Can’t just have it one way I’m afraid but a couple of those news drivers and no reason why this can’t reach back to £2’s pretty quickly.

Trek

Yep good to see that out the way. Hopefully a last ditch get rid. Good news is someone has had them or the MM has taken on the book. Probably a bit of both, still I was glad to help out, I hope! Come on newsflow then 4D can show us how it really can motor!

Trek

I noticed that just a small UT given decent volume today.

It don’t matter if the large trades were a buy or sell. Remember it’s the aggressors side of the trade only that is posted so either someone has had them or a MM has taken them on their book.

We’ve done ok today as Pharma has been hit with some hot money moving to oil.

Feel for the investors that were in near £2 but imo we’ll be back there soon. It’s herd mentality that folk buy rising stocks and sell falling ones. Reckon they’ll be buying back in again soon and the MM wins again with all that lovely volume!

Do read the placing ppt posted by BBN below... 48m reasons why!

Atb

Trek

Worry is as I understand it there is only $118m in the guarantee scheme pot. How many others may have to dip in. Then what happens. I guess the govt are already on the case but obviously want to avoid any call on funds.

As we suspected the prolonged radio silence has been due to appeasing the Nigerian govt. This has likely been very political, extending as much goodwill as possible but now come to a head.

Non/late payments is part and parcel but surely any non payment resulting in invocation of the world bank guarantee scheme would be significant enough to warrant an RNS.

Just hope the Nigerian govt get a fix.

Trek

Adam,

I feel for you mate but with respect I wouldn’t ask richken or anyone else for advice. I’ve been more fortunate but likewise I’m 100% invested in AIM atm and luckily significantly up. I’ve just sold quickly and run the winners then sliced and started again. I got too much in here, just luckily with a low average but I intend to sell out of AIM soon and buy the quarterly divi payers that I have been researching for ages now and then switch off to it.

I to learnt the hard way with a massive loss in XEL. Now I don’t believe anything the BoD’S tell me.

My only advice would be to make sure you have enough in cash to survive before you do anything else. Then the first 9 rules of investing are the same, protect your capitol, without that you can’t pull up a seat. The 10th rule is research the BoD, especially the CEO. After that comes all the other rules but you’d be surprised at how many folk buy without even researching the BoD and many on aim are snakes.

Not very helpful I’m afraid but always remember ‘health is wealth’ this is just a game by comparison. I hope you get lucky, your £34k here could with a bit of luck get to £100k.

Trek

Will have to take your work for it itsyou as I don’t use Instagram.

One minute today I could buy and sell either side of 78p then the next the spread goes right out.

I think a few small sales have caused a drop as folk get bored. Could do with some revenue driving updates on those virticals to kick things off here. If they announce a new mask I hope it come quickly with a contract and orders. Atb

Trek

Yep nice little write up like this bit

“Significant tumour reduction

The latest update (on June 5) revealed that five of the 12 solid tumour patients constituting Part A of the phase I/II trial continued to receive the combination treatment of Keytruda and MRx0518, including two who have had a partial response to the drugs, showing significant reductions in their tumours.

This was a difficult-to-treat, end-of-life group, who had previously lost response to checkpoint inhibitors such as Keytruda, so the results should be seen in this context.....”

Significant tumour reduction and SP collapses. I don’t think so. Got all my buy’s under 50p and they can have some back when we get the IBS readout which I think is the big one. ATB

Trek

Lol Nolupus,

AZN and Jenner Institute gonna crack this? Not a chance. They have just injected 10k people and sent them out in a social distanced world to prove a vaccine. No human trial’s, what about all the efficacy stuff let alone the over 65’s. I just don’t buy it and they ain’t sticking it in me!

Gillead don’t have a fix the HIV drugs in combo seem to be the best bet so far. IFNb will have its day not just for covid but for COPD. AZN because of their pipeline wont want to let Roche or Merk in anymore than they have to. All imo but this story has a few more chapters yet.

Trek

Given the fall recently they could get away with a small VWAP discount and even use 36p if it pulls back up. Let’s face it they just think of a number when the call the vwap discount. I wouldn't expect a primary bid though. I see the placing then the COPD results coming out in quick succession. It’s all conjecture but I didn’t think they had enough cash last time for manufacturing.

I do wish some of these small biotech’s would work harder at partnering rather than thinking their idea is the best, ‘ it’ll be a blockbuster, and they can do it all alone until some big payday’. It seldom works. The hubris usually costs and the market would highly likely reward shared risk with a higher SP and more chance of a t/o not less. All imo.

Trek

I didn’t think avct would come back to the market so soon after a raise but they did. Not only that but they did it successfully to further their program, self funded to the tune of £48m, significantly oversubscribed, but then they all seem to say that!

The obvious question is given the recent SP fall and the lifting of covid lockdowns has SNG put some feelers out for a raise. They know there’s money out there. They’d need a good story to get the cash. Perhaps they have the COPD results and want to leverage them.

All speculation obviously and not necessarily a bad thing if the price is right and it forces say AZN’s hand.

Trek